IAA
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Independent Advisor Alliance’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Independent Advisor Alliance’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.82M Buy
61,802
+59,753
+2,916% +$6.59M 0.07% 248
2025
Q4 		$226K Buy
+2,049
New +$226K 0.01% 898
2025
Q1 		– Sell
-21,256
Closed -$2.34M – 1271
2024
Q4 		$2.34M Buy
+21,256
New +$2.34M 0.03% 473
2023
Q1 		– Sell
-4,026
Closed -$443K – 696
2022
Q4 		$443K Sell
4,026
-143
-3% -$15.7K 0.15% 85
2022
Q3 		$459K Sell
4,169
-359
-8% -$39.5K 0.03% 393
2022
Q2 		$499K Buy
4,528
+145
+3% +$16K 0.03% 367
2022
Q1 		$483K Buy
4,383
+109
+3% +$12K 0.02% 401
2021
Q4 		$472K Buy
4,274
+120
+3% +$13.3K 0.02% 408
2021
Q3 		$459K Buy
4,154
+74
+2% +$8.18K 0.03% 405
2021
Q2 		$451K Buy
4,080
+181
+5% +$20K 0.02% 412
2021
Q1 		$431K Buy
3,899
+1
+0% +$111 0.03% 405
2020
Q4 		$431K Sell
3,898
-1,163
-23% -$129K 0.03% 369
2020
Q3 		$560K Buy
5,061
+20
+0.4% +$2.21K 0.04% 263
2020
Q2 		$558K Sell
5,041
-103
-2% -$11.4K 0.06% 253
2020
Q1 		$571K Sell
5,144
-23,682
-82% -$2.62M 0.08% 196
2019
Q4 		$3.18M Buy
28,826
+23,608
+452% +$2.61M 0.14% 162
2019
Q3 		$577K Buy
+5,218
New +$577K 0.07% 236
2019
Q2 		– Sell
-5,255
Closed -$581K – 471
2019
Q1 		$581K Sell
5,255
-125
-2% -$13.8K 0.08% 206
2018
Q4 		$594K Buy
+5,380
New +$594K 0.11% 174

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Independent Advisor Alliance's SHV Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2,916% in Q1 2026, buying an estimated $6.59M and bringing the position to 61,802 shares worth $6.82M. The position accounts for 0.07% of the portfolio, ranked #248.

Independent Advisor Alliance first reported a position in SHV in Q4 2018 and has held it in 19 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Independent Advisor Alliance held 61,802 shares of iShares 0-1 Year Treasury Bond ETF worth $6.82M as of Q1 2026.
  • Independent Advisor Alliance bought 59,753 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.59M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.07% of Independent Advisor Alliance's portfolio in Q1 2026, its #248 holding.
  • Independent Advisor Alliance first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 19 quarters since.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.